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Truepoint Inc’s Vanguard High Dividend Yield ETF VYM Stock Holding History

Truepoint Inc’s Portfolio VYM Stock Details VYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,872
Closed -$264K – 154
2025
Q3 		$264K Buy
+1,872
New +$257K 0.01% 127

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Truepoint Inc's VYM Position: Q4 2025 in Review

Truepoint Inc sold out of Vanguard High Dividend Yield ETF (VYM) in Q4 2025, closing a stake of 1,872 shares — an estimated $264K sold.

Truepoint Inc first reported a position in VYM in Q3 2025 and held it in 1 quarter. The position peaked at $264K in Q3 2025. 2,006 funds tracked by Wall St. Rank hold VYM as of Q4 2025.

  • Truepoint Inc reported no remaining Vanguard High Dividend Yield ETF position as of Q4 2025 after selling out during the quarter.
  • Truepoint Inc sold 1,872 Vanguard High Dividend Yield ETF shares in Q4 2025, an estimated $264K.
  • Truepoint Inc first reported a position in Vanguard High Dividend Yield ETF in Q3 2025 and held it in 1 quarter.
  • Truepoint Inc's Vanguard High Dividend Yield ETF position peaked at $264K in Q3 2025.
  • 2,006 funds tracked by Wall St. Rank held Vanguard High Dividend Yield ETF as of Q4 2025.

Based on Truepoint Inc's 13F filing for Q4 2025, filed 11 Feb 2026.